How big is US Asset Services LLC's plan?

US Asset Services LLC's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250926152557NAL0011067440001

US Asset Services LLC

Name: US Asset Services LLC — US Asset Services LLC 401(k), Form 5500 (2024)
Creator: US Asset Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

US Asset Services LLC 401(k) Plan

401(k) retirement plan · US Asset Services LLC's US Asset Services LLC 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Anne Lemon signed US Asset Services LLC's 2024 Form 5500 as plan administrator.

Anne Lemon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

US Asset Services LLC's EIN is 82-4906200.

EIN 82-4906200

Plan number 001

Plan year 2024

ACK ID 20250926152557NAL0011067440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for US Asset Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

US Asset Services LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for US ASSET SERVICES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score